
Strategic Client Liaison
1 day ago
This role involves managing and nurturing long-term relationships with clients to ensure their satisfaction with our products and services.
- We are seeking a proactive and client-focused individual who can work to understand client needs, provide tailored solutions, and maintain high levels of engagement.
- The successful candidate will have excellent communication, negotiation, and interpersonal skills, as well as the ability to understand and meet client needs.
Main Responsibilities:
- Develop and maintain strong, long-lasting relationships with existing clients
- Proactively identify opportunities to add value to clients by understanding their needs and providing tailored solutions
- Regularly meet with clients to review their portfolio or requirements and ensure they are satisfied with our offerings
Business Development & Sales:
- Identify opportunities to grow the client base by acquiring new clients through referrals, networking, and proactive outreach
- Work to meet or exceed sales targets and business development goals by recommending appropriate products or services
Qualifications & Skills:
- Bachelor's degree in Business, Finance, Marketing, or a related field
- Minimum 3-5 years of experience in relationship management, sales, or client servicing within the financial services industry
- Excellent communication, negotiation, and interpersonal skills
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